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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,608 | $67,396+743.7% | $60,919+833.4% | $134,545+322.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $13,221 | $3,101+326.3% | $2,704+389.0% | $4,742+178.8% |
| Participant deferral / active EE | $7,692 | $4,534+69.6% | $3,814+101.7% | $6,401+20.2% |
| Admin fee / account holder | $1,012 | $4,590-78.0% | $3,228-68.6% | $11,431-91.1% |